Projects & Clients
How work is organised in Quanta, and everything you can set on a project.
Time is logged to a project; every project belongs to a client. A project also decides how its time is billed, who can log to it, whether it has tasks, and what budget it is measured against.
Creating projects
The Details tab: name, code, client, public or private, tags, expenses, invoicing, notes.
Billing and rates
Hourly, fixed fee or non-billable; how a rate is chosen; rate history and re-pricing.
Project budgets
Six shapes, low limits, resets, who sees what, and alerts.
Project team
Members, Leads and Managers, and per-person rates.
Start and end dates
Reference dates on a project and the reminder before it ends.
Tasks
Tasks on a project and the shared task library.
Project defaults and duplicating
Decide how every new project starts, or copy an existing one.
The project page
Stats, the chart, and the Time Entries, Tasks, Team, Expenses and Fee Billing tabs.
Managing clients
Billing details, payment terms, reminders, contacts and client-wide roles.
Who can do what
| User | Lead / Manager on the project | Admin | |
|---|---|---|---|
| Log time to a project they are on | yes | yes | yes |
| See the project page | yes; time, budget and money as the project's Who sees settings allow | yes; by default all the time, with revenue and cost for Managers | yes |
| Create, edit, archive, delete projects | no | no | yes |
| Edit budgets and rates | no | Managers can add or remove members and edit their roles and rates | yes |
| Manage clients | no | no | yes (Clients permission) |
Custom roles can be given any of these permissions; see Roles and permissions.